How to use this checklist
Work through the groups in order — Crawlers first because nothing else matters if OpenAI's bots cannot reach your site; Schema second because it is the foundation everything compounds on; Content third because that is where the most labour lives; Measurement fourth because it is the loop that tells you whether the first three are working. Each item has a verification step. Tick an item only when the verification passes. Most owners need to fix three to seven items on a first pass; sites that have been live for years and never touched the AI-search layer typically have fourteen or more open.
Group 1 — Crawlers (5 items)
The five crawler-layer items are the cheapest wins in the whole list. Total time on a Squarespace site is about ten minutes including verification. Item 1 is the panel check; items 2-4 are the per-bot live tests with curl; item 5 is the audit for downstream blockers. If item 1 reveals the AI exclusion box is on, fixing it is the single highest-impact change you can make on the entire list.
Group 2 — Schema (6 items)
The schema-layer items require Code Injection on Business plan or above. Total time on a fresh site is about forty-five minutes including JSON-LD authoring and validation. Item 6 is the foundation — Article schema on every editorial page; item 7 is entity wiring; items 8-9 cover the organisation and the founder; items 10-11 cover the harder cases (LocalBusiness, Product). Validate every block in Google's Rich Results Test before moving on.
Group 3 — Content (7 items)
The content-layer items are the largest time investment. Per-page, the rewrite to add 134-167 word leads, named-source citations, and clean heading hierarchy takes about an hour. The good news is the work is durable — pages restructured for AI citation also rank better in Google and AI Overviews, so the labour pays into multiple surfaces at once. Prioritise your top five trafficked editorial pages and your homepage; sweep the rest over time.
Group 4 — Measurement (4 items)
The measurement-layer items close the loop. Without them you ship optimisations into the dark; with them you see what is working and where the next iteration should focus. Total setup time is about thirty minutes if you already have GA4 installed. The manual tracking spreadsheet is the slow accrual layer — small weekly investment, payoff in the trend lines after eight to twelve weeks.